Using Wave

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Discussion List

  • There are two sides to my business. I run a market and I also manufacture a drink. They run under the same ABN however have separate bank accounts. We want to be able to report on them separately . Sometimes one account will loan money to the other. Should I set up as two separate businesses? Any suggestions for how I can manage this?
    Rewild 28 views 1 comment Most recent by AlexL December 13, 2019 6:46PM
  • i'm moving to Wave 1/1. i already setup my business but i want to start fresh for the next year. so i only want to import my transactions starting on that date and not to carry over from 2019. do i erase my business and start a new one on that date. or how do i make the effective date 1/1?
    mstrkrft69 32 views 1 comment Most recent by Mikeg December 12, 2019 11:47PM
  • If I sent an invoice using wave and my clients wants to pay the invoice with their debit or credit card, how much would it cost me for each transaction or amount or if there is any monthly fee. Can you please help me understand the fee?
    Karan 469 views 1 comment Most recent by Mikeg December 10, 2019 4:36PM
  • So this may sound silly but...if I have my bank connected and it imports the transactions into Wave do I have to put in the utility bill under purchases (?), pay it (bank payment) and then when it is imported just mark reviewed?
    600wrllc 153 views 3 comments Most recent by EmmaP December 3, 2019 8:56PM
  • For a reason I can't understand, in one of my business in Wave I can,t access the dashboard. It's still showing me a welcome screen. How do I get rid of that. I already started doing invoices, connected my bank accounts and enrolled in Payments processing... (Image)
    ysamuelsmith 62 views 1 comment Most recent by JordanD December 3, 2019 8:15PM
  • I just started out today using Wave and I love it thus far. My business is a property I purchased and rent out, pretty basic. I am struggling with how to add my mortgage on the house into Wave properly. I have online access to my mortgage and I connected my online account with Wave, but I don't know how to properly categorize it, (It defaulted to…
    AdeleHomes 230 views 1 comment Most recent by Mikeg November 25, 2019 9:43PM
  • Hi all, A new user here. I’ve been able to sent invoices successfully but wanted to know if it was possible to send out a contract (pdf or other) at the same time as sending either an invoice or, preferably, an estimate. Loving all the other features so far. Thanks Steve
    SteveTmusic 26 views 1 comment Most recent by ConnorM November 20, 2019 8:40PM
  • Hi, Forgive me if this is a stupid question that has been asked a million times, but I've just signed up to Wave and I've been adding my receipts but I'm getting stuck on how to categorise some of them. In particular, because I've just started up as freelance videographer, I've been buying some new bits of equipment and it's not clear what categ…
    daveordid 34 views 2 comments Most recent by daveordid November 20, 2019 12:18PM
  • Hello! I have recently begun as treasurer for a non-profit and have been using Wave for the past year. In preparing for this year's year end, I noted a few issues that I hope I can get some assistance in correcting. * Assets, we have inventory and equipment (I have created both of those separate accounts correctly). How do I properly adjust the …
    cnconroy 73 views 1 comment Most recent by EmmaP November 15, 2019 7:04PM
  • Is there a 'best practice' with regard to categorizing the starting balances in Wave after importing transactions from my bank?
    Stijn 23 views 1 comment Most recent by Mikeg November 15, 2019 1:18PM
  • Hi all, my teenage daughter has a candle making business that she runs from a Facebook and Instagram page, and she currently just uses excel to track orders/sales and costs etc. Does Wave keep a track of cost of goods sold, gross profit, net profit, orders and sales? Doesn't need to have a lot of functionality, just needs to show her how much mone…
    jase 32 views 5 comments Most recent by AlexL November 14, 2019 9:01PM
  • Hi all, longtime user first time caller. I currently am starting a hospitality business (motel) and I'm trying to update a balance sheet to include the value of the real estate and the liability of the loan and am having trouble creating the right accounts to accuately represent in the reports. Any suggestions on how best to handle? Thank you in a…
    mentalsweat 143 views 3 comments Most recent by Mikeg November 14, 2019 12:15AM
  • How do I record business income without going through a whole invoice process? I get paid from Uber and Lyft once a week and sometimes more often than that and each time the amount is different so I would have to do pricing from scratch every single time. I am paid directly into my bank account. Any thoughts and ideas? Thanks BluJ
    BluJ 114 views 5 comments Most recent by RyanZenLama November 13, 2019 1:57AM
  • I've just started using Wave for our Cub scout pack and I'm modifying to work with what we do. I have categories set up for our Fundraising in income and expenses. For instance, I have a Fundraising - Popcorn category set up for both. Is there a way to have 1 category that is both income and expense so I can see how much total profit we made on…
    mnyrac 31 views 1 comment Most recent by AlexL November 11, 2019 8:48PM
  • I use a web site builder and a credit card processor and Wave for my accounting. I can print a shipping label from my web site to ship an order, I can also get wave to import my credit card data to categorize charges, why can I not get an invoice to appear in Wave when I make a sale? How the heck do I get these three organizations to talk together…
    Jamr 38 views 1 comment Most recent by BarsinA November 8, 2019 10:32PM
  • Is there a partner referral link to enable me run campaign to retarget prospective client to wave?
    Erehcla_Global1 28 views 5 comments Most recent by BarsinA November 8, 2019 7:13PM
  • Are we able to create and print shipping labels through wave? Or will I have to use a seperate client for that?
    Kaysjewelry13 246 views 3 comments Most recent by AlexL October 30, 2019 6:26PM
  • I am new to this. There seems to be an invoice missing in my system, any ideas how i may find it please?
    Idilicom 28 views 1 comment Most recent by Idilicom October 24, 2019 12:10PM
  • I have more than one rental property and have set each up as it's own "company" for individual P/L reporting. However, they use the same bank account for management. Is there a way to link each "company" to one general bank account in the chart of accounts so the bank balance stays correct?
    GlennF 754 views 8 comments Most recent by EmmaP October 23, 2019 6:58PM
  • Please tell me how secure this app is for having sensitive information that is needed for payroll like a companies Articles of Organization and EIN number plus employee's social security numbers/addresses/phone numbers. Thank You.
    AiolaV444 16 views 3 comments Most recent by ConnorM October 21, 2019 6:26PM
  • I own an event management business and I want to use Wave in a way that I will know the expenses versus income for each event I run. At the moment I am adding each new event as an account and recording both the payment from the client and the expenses associated with the event under this account. However I noticed that the account is actually fall…
    inthedetaileventsuae 56 views 3 comments Most recent by EmmaP October 11, 2019 7:57PM
  • H_JH_J
    Hi! I've just joined Wave and I have admin status, but I don't have a 'Sales' option in my menu so I can't get at the invoices section! All options are ticked for me on the owner's site - we've checked. What do I need to do to get at sales? All help gratefully received!! Thanks...
    H_J 29 views 1 comment Most recent by AlexL October 10, 2019 9:39PM
  • I have tried several times to complete my application and it always says my identity cant be verified. I have answered all the ID questions correctly, uploaded my ID and EIN from IRS. How can I get past this issue and get my business back to making money?
    PainterMike 123 views 1 comment Most recent by AlexL October 10, 2019 9:37PM
  • We run a music studio and send out monthly invoices to our clients. Sometimes those invoices need to be changed due to cancellations or sickness, etc... When I send the original invoice, a unique blink is created for the customer to view it at. When I edit an invoice, it appears that a new link is created that directs to the new, edited version, b…
    WernerMusic 20 views 1 comment Most recent by JordanD October 8, 2019 6:21PM
  • Is there a way to run and print a report of just income?
    scottcnj 15 views 2 comments Most recent by Mikeg October 3, 2019 11:58AM
  • When you create a new business and select "Real Estate" as Type Of Business, several options for business sub-type pop up. I am confused about two options in particular, Real Estate Rental and Landlord. What's the difference between these two? If I am a landlord with multiple rental units, which do I select? (I am setting up each renta…
    olingerrentals 138 views 3 comments Most recent by AlexL October 2, 2019 6:57PM
  • Have not used Wave for a while, just coming back to it for a few clients. All changed since I last logged on - looks good and still great package for free
    JudeRose 13 views 1 comment Most recent by AlexL September 24, 2019 5:58PM
  • If we get the advance payment from the customer, how will we update the payment under that customer name? Customer is asking for ledger for reconciliation his account. Please suggest.
    gauravsuryan12 19 views 1 comment Most recent by BarsinA September 23, 2019 9:11PM
  • I get a notification on my mobile device that an invoice has been viewed by my customer. How do I see the time and date of when they have viewed aforementioned invoice?
    Jacobrcarter 34 views 1 comment Most recent by ChelseaK August 27, 2019 7:32PM
  • Wave, please bring back the advance feature. It's so frustrating it was canceled randomly with no explanation or heads up. We love Wave - but this has made us want to switch our systems over. Please comment below and maybe they will bring back Advances!! ! Jake
    Studio204_ 87 views 0 comments Started by Studio204_ August 27, 2019 2:23PM